Employee-User Guide. The Answers to Frequently Asked Questions. Support

Transcription

1 Employee-User Guide The Answers to Frequently Asked Questions Support

2 How to login to To log into the system, go to and click on the Login button in the top right corner of the page. In the login page, simply enter your Company ID, Username and Password. All this information can be found in the Welcome you received when your account was created. If you can t find your login information, please refer to the How to retrieve your login information section below. How to retrieve your login information If you can t find your Welcome , you can retrieve your login information by going to the login page (instructions above), and then by clicking on the Forgot Login info? link.

3 How to submit a new time-off request a) How to submit a Full-Day Request: i. Once logged into the system, click on Request in the menu. ii. Once you have landed on the Requesting New screen (as seen below), do the following: 1. Click on Full Day. 2. Select a Type. 3. Select your desired date. 4. Once all the information has been selected, click Submit Request to go to the confirmation screen. iii. On the Request Confirmation screen (as seen below), do the following:

4 1. Make sure all the information is accurate. 2. Provide a comment (if needed). 3. Click on Confirm Request to finalize your new Request. Note: After completion, an might be sent for approval. b) How to submit a Partial-Day Request: i. Once logged into the system, click on Request in the menu.

5 ii. On the Requesting New screen (as seen below), do the following: 1. Click on Partial Day. 2. Select a Type. 3. Select your desired date. 4. Select your desired time. 5. Choose to exclude lunch time from the request or not. 6. Click Submit Request once all the information above is selected. (this will bring you to the confirmation screen)

6 iii. Once at the Request Confirmation screen (as seen below), do the following: 1. Make sure all the information is accurate. 2. Provide a comment. (If needed) 3. Click on Confirm Request to finalize your new Request. Note: After completion, an might be sent for approval.

7 c) How to submit a Multi-Day Request: i. Once logged into the system, click on Request in the menu. ii. At the Requesting New Time-off screen (as seen below), do the following: 1. Click on Multiple Days. 2. Select a Type. 3. Select a Start Date and End Date for your desired date. (If weekend days are included within your Start and End dates, you can exclude them; otherwise these weekend days will be deducted from your time off bank) 4. Click Submit Request once all the above is selected. (This will bring you to the confirmation screen.)

8 iii. On the Request Confirmation screen (as seen below), do the following: 1. Make sure all the information is accurate. 2. Provide a comment. (If needed) 3. Click on Confirm Request to finalize your new request. Note: After completion, an might be sent for approval.

9 How to cancel one of your pending/approved Request i. In the menu, click on Summary. ii. Now that the Summary page is loaded, you must find the Request you want to cancel. If that request has already been approved, you will find it in the Approved tab. If that request is still in pending mode, you will find it in the Pending tab. Once you have found the request you want to cancel, click the View Info icon.

10 iii. After you have clicked the View Info icon, click Request Cancellation to start the process of cancelling your request. iv. Once clicked, you will get a confirmation screen, as seen below. If the request was approved, you will be prompted to add a reason for cancellation. Click the Confirm Cancellation button to cancel your request.

11 How to view your allowance/balance i. In the Navigation Menu, click on Summary. Here, you have access to: 1. Your current type allocations and balance. For each of your assigned Time- Off types, you can view how many days/hours you have in total, and how many you have remaining in your banks. You can also click the Audit icon to view the audit trail for that type, and the Info icon to view more information such as renewal and accrual information. 2. Summary of all taken in the selected calendar year. 3. All your own approved, pending, rejected and cancelled time-off requests for the selected calendar year. For each time-off request, you can click the Detail or Audit icon to view more information.

12 How to change your password i. Go to My Profile in the top right corner of your screen. ii. In your My Profile page, find your Account Information and do the following: 1. Click the Change button, beside Password. 2. Enter your new password (must be between 4 and 12 characters long) and re-enter your new password as a confirmation 3. Click the Save button.

13 How to generate your ical link i. Go to My Profile in the top right corner of your screen. ii. In your My Profile page, go to the icalendar Information section, and do the following: 1. Select your appropriate Time Zone. 2. Click the Save link. (Your icalendar link will automatically get generated.) 3. Copy the link. Use it in any calendar application that supports ical calendar subscriptions. Need Assistance? Contact our Customer Success Team